dealflow
envelope $200M

← Targets

St. Josephs Reg Med Center S. Bend

dba Saint Joseph Regional Medical Center · Mishawaka, IN · CCN 150012
Licensed to Saint Joseph Regional Medical Center-South Bend Campus Inc

Composite
57.0
rank score
Distress
63
FY2024
Fit
67
vs thesis
Estimated ticket
$21.5M–$43.0M
253 beds · within envelope
Ownership
nonprofit
STH

Why it ranks here

  • operating margin negative
  • total margin negative
  • under 30 days cash on hand
  • current ratio under 1.5
  • debt above 85% of assets
  • occupancy 45-60%
  • margin deteriorating sharply
  • part of a multi-hospital chain — divestiture candidate
  • rural — cheaper but limited density
  • large — ticket likely stretches the envelope
  • small ticket — deploys little of the available capital
  • moderate occupancy
  • nonprofit — expect AG conversion review

Latest financials · FY2024

Net patient revenue$370M
Operating margin -3.5%
Total margin -2.4%
Days cash on hand 0
Current ratio 1.19
Occupancy55%

Facility

Beds253
Facility typeSTH
Settingrural
Ownership classnonprofit
Per-bed (low) $85.0K
Per-bed (high) $170K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 253 $357M $31.8M -0.8% 8.1% 14 1.42 62% 11,782 46
2022 253 $353M $-34.4M -12.9% -9.5% 9 1.31 65% 11,828 78
2023 253 $355M $-18.4M -7.1% -5.1% 20 1.25 61% 11,988 68
2024 253 $370M $-9.1M -3.5% -2.4% 0 1.19 55% 11,774 63

Owners

OwnerRole%SinceType
Saint Joseph Regional Medical Center Inc
Mishawaka, IN
5% or greater indirect ownership interest 100 1984-06
Trinity Health Corporation
Livonia, MI
5% or greater indirect ownership interest 100 2003-01 chain
Chris Rowland corporate director 2018-01
Christopher Karam contracted managing employee 2017-01
Christopher Karam corporate director 2017-01
Craig Miller corporate director 2022-04
Craig Miller w-2 managing employee 2017-01
Dana Neer corporate director 2022-04
Jacqueline Wright corporate director 2022-04
James Foster corporate director 2012-01
Jeffrey Mathis corporate officer 2025-01
Jonathan Geise corporate officer 2026-01
Marion Fulce corporate director 2025-01
Melissa Lukasick corporate officer 2025-01
Melissa Lukasick corporate director 2025-01
Paula Toth-Russell corporate director 2017-01
Paula Toth-Russell w-2 managing employee 1994-09
Robert Sink contracted managing employee 2022-04
Robert Sink corporate officer 2025-01
Rodolfo Monterrosa corporate officer 2025-01
Rodolfo Monterrosa corporate director 2022-04
Shannon Cermak corporate director 2026-01

Ownership changes

No CMS ownership change on record since 2016 — this hospital has not traded in at least a decade.

Who has been buying in IN

Completed CMS ownership changes in this state. These buyers already cleared the licensure process here — and whoever advised them knows this market.

DateBuyerSellerHospitalBeds
2025-12-28 Indiana University Health Inc Indiana University Health North... Indiana University Health 1,274
2025-12-13 Union Hospital Inc Terre Haute Regional Hospital Lp Union Hospital Inc. 260
2025-07-01 Parkview Logansport Hospital Inc Memorial Hospital Memorial Hospital Logansport 37
2024-03-01 Franciscan Health Michigan City Franciscan Beacon Hospital, Llc Franciscan Health Michigan City 133
2020-11-01 St Elizabeth Medical Center, Inc Dearborn County Hospital St Elizabeth Dearborn 50
2019-07-16 Reid Hospital & Health Care Services Inc Fayette Memorial Hospital Association Inc Reid Hospital & Health Care Services 183